Link Notes to Projects, Opportunities and Quotes

In the Notebooks app in your web account, you can now select multiple notes, and add them to an open Project, Opportunity or Quote.

For example, you can open a Notebook, select all notes in the notebook and select a project, opportunity, or quote in the “Add Note to…” combo, to link the notebook notes to it.

Note that this functionality is only available in the “Compact” View mode, and not in the Extended view.

In the Edit Note screen, you can also set the Project, Opportunity or Quote for an individual note.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s